Note sull'episodio
In this episode of AUM, we interview Alex Fitch, the Director of US Research at Harris | Oakmark.
Alex discusses the complexities of investing, the importance of balancing ego and clear thinking, and the intrinsic challenges of admitting mistakes. Alex shares his journey into investing, his disciplined approach to value investing, and how he targeted working at Harris | Oakmark.
Alex delves into Harris' unique team-based research process, their approach to evaluating management, and the crucial role of understanding the reasons behind a company's valuation. He also discusses his strategies for dealing with cyclicals, the significance of mid-cycle earnings, and the process of selecting and managing investments.
Alex highlights specific companies such as Alphabet, Salesforce, and Lithia Motors.
02:09 Alex Fitch's ...